Mentioned In 7 Articles

...t at or near a security’s closing price in an effort to replicate the index return. He added the move towards passive investing has made it more challenging for active managers to accumulate or liquidate positions in sma...

...n long-term shareholder value. These investors may more aptly be called “permanent capital.” The shift toward passive investing coincides with a rising emphasis on investor stewardship, globally. By demonstrating respons...

BlackRocks Larry Fink wants companies to make positive contribution to society Passive fund management continues to grow rapidly, gobbling up market share from the active fund management industry. As a result, passive funds are subject to lots of objections some more reasonable than others from active fund managers, who are still trying to defend their corner...

...anager has little or no incentive to vote against management on ESG issues. The seismic shift from active- to passive investing through index funds and ETFs has exacerbated this issue. Passive assets outnumber actively m...

...nd/or no tangible plan for how to improve. In summary, recognition of and action on ESG related issues by the passive investing giants can only have a positive social impact and will help raise awareness of the importanc...

... passive investing. For more detail on this topic, please see the FTSE Russell research paper: "The growth of passive investing: Has there been an impact on the US equity market?" [4] Cremers, M., A. Petajisto., and E. Z...

Since the 2008 financial crisis, market participants have acted increasingly on the realization that indexing strategies are superior to investing in individual stocks or actively managed funds. This has led to an explosion in so-called passive investment strategies, resulting in more concentrated power for the major investment institutions. The numbers certainly dont lie. Between 2008 and 2015, investors moved $1 trillion into passively managed funds...